AE Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

AE Wealth Management’s Portfolio SHYG Stock Details SHYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$385K	Buy	9,087 +1,928	+27%	+$81.8K	﹤0.01%	1352
2026 Q1	$303K	Sell	7,159 -4,769	-40%	-$204K	﹤0.01%	1375
2025 Q4	$511K	Sell	11,928 -11,737	-50%	-$504K	﹤0.01%	1044
2025 Q3	$1.02M	Buy	23,665 +20,579	+667%	+$886K	0.01%	746
2025 Q2	$133K	Sell	3,086 -3,076	-50%	-$130K	﹤0.01%	1406
2025 Q1	$262K	Sell	6,162 -7,902	-56%	-$339K	﹤0.01%	1150
2024 Q4	$599K	Sell	14,064 -1,136	-7%	-$48.8K	0.01%	859
2024 Q3	$660K	Sell	15,200 -2,085	-12%	-$89.1K	0.01%	807
2024 Q2	$729K	Sell	17,285 -4,290	-20%	-$181K	0.01%	788
2024 Q1	$918K	Sell	21,575 -568,022	-96%	-$24M	0.01%	673
2023 Q4	$25M	Sell	589,597 -251,398	-30%	-$10.4M	0.13%	181
2023 Q3	$34.5M	Sell	840,995 -18,647	-2%	-$770K	0.21%	109
2023 Q2	$35.6M	Sell	859,642 -573	-0.1%	-$23.6K	0.21%	98
2023 Q1	$35.9M	Sell	860,215 -435,778	-34%	-$18M	0.23%	86
2022 Q4	$53M	Buy	1,295,993 +479,963	+59%	+$19.6M	0.38%	41
2022 Q3	$32.6M	Buy	816,030 +50,136	+7%	+$2.07M	0.26%	79
2022 Q2	$31.1M	Sell	765,894 -6,837	-0.9%	-$289K	0.25%	88
2022 Q1	$34M	Buy	772,731 +218,468	+39%	+$9.67M	0.23%	96
2021 Q4	$25.1M	Buy	554,263 +281,227	+103%	+$12.7M	0.18%	123
2021 Q3	$12.5M	Buy	273,036 +35,097	+15%	+$1.61M	0.1%	205
2021 Q2	$11M	Buy	237,939 +61,718	+35%	+$2.83M	0.1%	208
2021 Q1	$8.07M	Sell	176,221 -111,611	-39%	-$5.08M	0.08%	238
2020 Q4	$13.1M	Sell	287,832 -146,857	-34%	-$6.56M	0.15%	148
2020 Q3	$19.1M	Buy	434,689 +256,014	+143%	+$11.3M	0.27%	80
2020 Q2	$7.66M	Buy	178,675 +82,142	+85%	+$3.47M	0.12%	167
2020 Q1	$3.94M	Buy	96,533 +51,052	+112%	+$2.29M	0.09%	204
2019 Q4	$2.11M	Buy	45,481 +40,752	+862%	+$1.88M	0.05%	330
2019 Q3	$220K	Buy	+4,729	New	+$220K	0.01%	897
2018 Q4	–	Sell	-8,038	Closed	-$378K	–	583
2018 Q3	$378K	Buy	8,038 +649	+9%	+$30.4K	0.02%	393
2018 Q2	$344K	Buy	7,389 +1,318	+22%	+$61.6K	0.02%	312
2018 Q1	$284K	Buy	6,071 +507	+9%	+$23.8K	0.02%	337
2017 Q4	$262K	Buy	+5,564	New	+$263K	0.02%	349

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AE Wealth Management's SHYG Position: Q2 2026 in Review

AE Wealth Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 27% in Q2 2026, buying an estimated $81.8K and bringing the position to 9,087 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

AE Wealth Management first reported a position in SHYG in Q4 2017 and has held it in 32 quarters since. The position peaked at $53M in Q4 2022. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

AE Wealth Management held 9,087 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $385K as of Q2 2026.
AE Wealth Management bought 1,928 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $81.8K.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1352 holding.
AE Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2017 and has held it in 32 quarters since.
AE Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $53M in Q4 2022.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.